US6662340B2 - Client-side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form - Google Patents
Client-side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form Download PDFInfo
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- US6662340B2 US6662340B2 US10/160,671 US16067102A US6662340B2 US 6662340 B2 US6662340 B2 US 6662340B2 US 16067102 A US16067102 A US 16067102A US 6662340 B2 US6662340 B2 US 6662340B2
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q20/00—Payment architectures, schemes or protocols
- G06Q20/08—Payment architectures
- G06Q20/12—Payment architectures specially adapted for electronic shopping systems
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/958—Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
- G06F16/972—Access to data in other repository systems, e.g. legacy data or dynamic Web page generation
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
- G06F40/174—Form filling; Merging
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/04—Billing or invoicing
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
Definitions
- the invention relates to electronic form mapping and recognition. More particularly, the invention relates to an automated client-based method of filling out electronic forms that does not require any prior mapping or examination of the forms.
- U.S. patent application Ser. No. 09/561,449, filed Apr. 28, 2000 provides just such a system.
- User information is maintained in a central database.
- the user information includes personal data as well as account-specific data, such as the URL, and the login data for sites the user has visited.
- Client-side program code integrated with a conventional web browser provides a utility window through which the user may access the central database—to edit user information, for example.
- the system also maintains a database of form information wherein mapping information is stored for forms from previously visited web sites.
- the forms are mapped by parsing the underlying code, typically HTML, of the form, for example, the field tags.
- the map allows the form fields to be automatically populated with the required user data in the required format. Occasionally, for example, in the case of optional fields or forms that have changed slightly so that the saved map is no longer completely accurate, user intervention may be required.
- the prior art provides several examples of network based or distributed electronic wallets, in which user information is stored in a database for later use.
- D. Schutzer, System and method for use of distributed electronic wallets European Patent Application No. EP1077419, published Feb. 21, 2001 describes a method and system in which two electronic wallets communicate and exchange information; typically a consumer's electronic wallet populates a merchant's wallet with the consumer's personal data. The merchant wallet stores the consumer's personal data for later use.
- M. Bahdur, G. Huddleston, C. Paltenghe, M. Takata Distributed network based electronic wallet, European Patent Application No's.
- EP0917119 and EP0917120 filed May 19, 1999 provide a system in which various classes of user data are stored in distributed databases; the user may download the stored data to a wallet application.
- EP1168264 filed Jan. 2, 2002 describes system in which purchase requests directed to a merchant server from a wireless device are mediated by one or both of a proxy server and a wallet server.
- the .NET PASSPORT SERVICE provided by Microsoft Corporation of Redmond Wash., includes a service wherein the user may use a single sign-in and make express purchases from participating merchants and web sites.
- a wallet application allows the user to store personal data on a secure server, such as billing and shipping addresses and credit card data. When the user makes a purchase from a participating merchant, the user data is automatically supplied to the merchant from the secure server.
- a distributed, or client-server architecture is essential to the proper function of the system. None of the systems described contemplate an exclusively client-based form-filler that is capable of populating any web-based form with user data.
- the Roboform user manual ⁇ 1999-2002, updated Jan. 25, 2002, describes a client-based web form filler that works as an add-on to conventional web browser applications.
- Forms may be filled in either by means of a “pass card,” a record that saves information related to a specific form at a particular web site, or by means of an “identity,” a user profile, wherein the software application analyzes the page encoding and populates the form fields with appropriate data from the identity.
- the application applies the appropriate display format to form data such as dates and telephone numbers.
- the invention provides an intelligent form-filler that does not require any prior mapping or examination of the forms.
- Client-side program code examines electronic documents such as web pages and automatically fills in fields of forms contained in the document with the appropriate data from a user profile, without requiring prior mapping or examination of the form.
- the application maps user data to the appropriate form field by examining field label text on the form as the user sees it, i.e. text that is visually nearest the field. For fields lacking labels, the application evaluates the field context by determining the field type of neighboring fields to determine the required data. To enter the information in the correct format, the application parses visual hints concerning, for example, the date format provided to the user and formats the data accordingly.
- the program code is capable of parsing the form's underlying code.
- Alternate embodiments of the invention are possible, in which that user information is alternately stored on the client, or on a server, to maximize portability.
- FIG. 1 provides a screen shot of a typical web-based electronic form
- FIG. 2 provides a second view of the form of FIG. 1;
- FIG. 3 provides a schematic diagram of a client-based system for filling out electronic forms according to the invention.
- FIG. 4 provides a data flow diagram of a client-based method for filling out electronic forms according to the invention.
- a typical HTML form 100 includes a plurality of fields 101 that must be filled out by the user, for example, when making an online purchase, or registering at a web site.
- Form-filling software generally analyzes the fields 101 of the form and maps them to the correct user data by parsing the HTML field names, commonly known as field tags (not shown) and then supplying the correct user data from a stored user profile, generally located on a remote server. Because no naming convention has existed for fields in an HTML form, it has been difficult to produce a fully automated form-filler application. Previously, forms had to be mapped or analyzed in advance and the mapping saved in a database of form descriptions, usually also located on a remote server. Often, user intervention is required to complete the form.
- HTML forms also include a plurality of visible field labels 102 , in which each label is spatially and visually related to its corresponding field, although no programmatic relationship usually exists between them, as with the HTML field tags.
- the field labels are provided for the user's benefit to advise them of the correct information to enter into a particular field.
- the invention recognizes that there exists a great deal more uniformity and consistency among the visible field labels than to the underlying field names, because the labels generally identify the information sought in a well-known, highly conventional manner. Based on such recognition, the invention provides a client-based system and method for filling out electronic forms automatically, in which the fields of an HTML form are identified and mapped to the correct user data based on visible form elements such as field labels. Following mapping and identification, the fields of the form are populated with the correct user data, without reference to a previous, stored mapping or analysis of the form, and without requiring user intervention.
- a client 301 in communication with a network 307 , retrieves an HTML page containing a web form 308 from a remote site on the network.
- the web form could be substantially similar to the typical form shown by FIGS. 1 and 2.
- the client 301 is a conventional microcomputer, either desktop or laptop.
- a client may also be a process, such as a program, that requests a service from another process.
- the client communicates with a publicly accessible HTTP network such as the Internet, however other network environments employing other networking protocols are also suitable for the invention.
- the means of connecting to the network includes dialup and broadband connections, as well as other connection methods, such as wireless.
- the client 301 has both storage capacity and processing capability.
- Logic 303 stored and executed on the client implements a probabilistic, rule-based method of analyzing the form in separate steps.
- the logic traverses the form from beginning to end, locating the field labels, associating them with a field, and then mapping the field to the correct metadata based on a best match from a field label dictionary 304 —a file of analogs, or expressions resembling the field label, stored on the client 301 .
- Also incorporated in the field label dictionary are the rules for mapping the field to the correct metadata and for mapping fields lacking labels to the correct metadata based on the field's context.
- the functional blocks of the form are identified, for example, shipping address and billing address. In this way, identical field labels, such as “address” or “zip code” in a shipping address block and a billing address block are mapped to the correct metadata.
- the logic traverses the form elements in a reverse direction, refining the granularity of the mapping done in the first pass, based on rules contained in a normalization dictionary 305 , also stored on the client.
- the logic traverses the form a third time, identifying visible display format hints 103 , mapping them to a display format dictionary 306 , also stored on the client.
- the display format dictionary 306 contains a number of regular expressions that are analogs of, or similar to the visible display format hints 103 found on the form 100 . Additionally, the display format dictionary 306 contains rules and code for mapping the field to the correct display format.
- the correct user data is retrieved from a stored user profile 302 , a data file stored on the client, and concatenated, truncated or re-formatted as required by the display format, and the form fields are populated with the data.
- the user profile is stored on a server and retrieved by the client.
- FIG. 4 provides a data flow diagram of the method of the invention 400 .
- the method is implemented as a JAVASCRIPT function that analyzes forms in a target window and maps each identified form element to the correct user data to be filled into each field.
- Conventional techniques of computer programming are employed in the implementation of the invention.
- other commonly known scripting and programming languages would also be suitable for the invention such as VBSCRIPT, PERL, JAVA, or JPYTHON.
- the invention primarily relies on the visible field label. However, in the absence of a visible field label, the invention also utilizes:
- the invention matches the values with the dictionaries previously described to map the fields to metadata, wherein metadata comprises a data type, such as
- the domain-specific data contained in the dictionaries has been kept separate from the processing logic.
- the invention is easily modified by substituting dictionaries to support forms written in any language.
- the mapping and normalization rules are also easily modified to accommodate a variety of settings and applications of use.
- the core method involves the following steps, each of the steps accomplished in a single traversal of the form elements:
- field discovery 401 First, field discovery 401 ;
- the primary method of field discovery involves, for an unmapped field, analysis of the visible field label.
- a number of rule-based approaches to the field label analysis are possible. Among them:
- the field label is typically situated to the left, or immediately above the field. However, according to need, the rules may be varied, to accommodate a placement below or to the right of the field;
- the analyzed expression is compared with a listing of similar expressions in the field label dictionary to find the closest match.
- the dictionary expressions, analogs of the analyzed expression are organized according to metadata. Thus, when a match is found, the field corresponding to the field label is mapped to that metadata 404 .
- a field doesn't have a label. For example, two or three fields may be provided for street address. Often they are labeled “Address 1 ” and “Address 2 ,” or something similar. But the first field may only be labeled “Address” and the second address field may not bear a label at all. In such a case, it is possible to map the second field according to its context. Mapping according to context requires that the field immediately preceding the field of interest have been mapped. As fields are mapped during the first pass, the algorithm assumes maximum granularity of the data.
- the algorithm assumes maximum granularity of the data.
- an unlabeled field following an “area code” field is assumed to be a “prefix” field, rather than a field asking for the entire remainder of the telephone number.
- a field labeled ‘Address’ is presumed to be an “AddressLine 1 ” field, rather than a field that asks for the entire street address.
- the granularity of the field mapping is refined.
- the algorithm may analyze the field's programmatic name. Following field name analysis, the field name is compared to the entries in the Field label dictionary and a match found. The field is then mapped as described above.
- the algorithm uses the default value for comparison with the field label dictionary followed by mapping as described above.
- the default value acts as the label, e.g. “Select a state.”
- Radio buttons are completely separate objects in the DOM (document object model) of the page.
- the logic creates a Radiobutton object.
- the list of possible values is compared to the field label dictionary and a mapping performed as described above.
- a block is a functional unit of the form, such as:
- FIGS. 1 and 2 show different blocks of the same form, with FIG. 1 showing a billing address block and FIG. 2 showing a shipping address block.
- the block type may be either BILLING or SHIPPING.
- a new block is assumed to start when an AddressLine 1 , NameTitle, FirstName or LastName field is found; and the previous field was not a Name field.
- To identify whether the block is BILLING or SHIPPING first the HTML fieldname is analyzed. If it matches any of the expressions in either a billing address array or a shipping address array, the block is mapped to BILLING or SHIPPING respectively.
- the visible text preceding this field is analyzed. If this text contains any of the expressions in the billing address or shipping address array, the block is BILLING or SHIPPING respectively.
- the visual text is too large to analyze and may contain additional information such as the order summary or anchor labels, which may contain strings like “Shipping Information” or “Shipping Options,” resulting in mapping to an incorrect block type.
- the following strategy is able to pick out the block label more accurately. It is adapted specifically to cases in which the address block and its label are situated in a table:
- the logic steps through the elements in reverse order, starting with the last field in the form.
- field normalization 402 the granularity of the field mapping is refined. For example as described above, assuming maximum granularity, a field labeled ‘Address’ was presumed to be the first line of two or more address lines, thus it was mapped to ‘AddressLine 1 .’ However, the presumption that the form contains more than one address line may be incorrect. In the current step, such mapping errors can be resolved by examining a field's context in reverse order. Thus, in the case of the ‘Address’ field, if the field following the labeled address field is mapped to ‘City’ it is determined that the original mapping of the field to ‘AddressLine 1 ’ was incorrect, and the field can be mapped correctly.
- the visible display format hints 103 are analyzed.
- a display format-mapping step 403 the fields that have been mapped to a metadata category 404 are mapped to the correct display format 406 .
- the display format hints are organized by category, i.e. there is one set of display hints for Phone fields, another for Name fields, Date fields and so on.
- Display format hint text for the field is captured (The text could be either to the left or right of the field).
- supplemental text enclosed within parentheses or quotation marks is ignored for the purpose of identifying field labels.
- priority is given to the supplemental text because the display format hints are more likely to be found in the supplemental text, embedded within parentheses or quotation marks.
- This text is matched against the expressions found within the display format dictionary 306 in the set of hints for the field category (Note that the field has already been identified, so the field category is known at this point), and the display format is identified. If no display format is obtained and the previous field category is the same as this field category, then the previous display format is applied to this field, too.
- the program code object has a flag, which is set whenever a Billing or Shipping Address field or a Credit Card field is identified to indicate the form is a checkout form.
- the invention also provides checkout form detection functionality.
- Certain INPUT elements for example, credit card number fields are designated as password fields, so as to mask sensitive information from being displayed.
- the names of these fields are stored in a separate array.
- the field type can also be changed to password for certain fields, for example, a form may generally allow users to enter the credit card data in visible clear text.
- the field type can be programmatically changed to password before filling out the card number so that the data shows up as “******” instead of clear text.
- the information is used to generate a form mapping.
- the form mapping is coded in XML (extensible markup language).
- XML extensible markup language
- other page description languages would also be suitable in the practice of the invention.
- the appropriate user data is retrieved from the user profile data file, formatted as required by the newly generated page mapping and the fields of the form populated with the required data.
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Abstract
Description
Claims (61)
Priority Applications (4)
Application Number | Priority Date | Filing Date | Title |
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US10/160,671 US6662340B2 (en) | 2000-04-28 | 2002-05-30 | Client-side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form |
AU2003228732A AU2003228732A1 (en) | 2002-05-30 | 2003-04-28 | Intelligent client-side form filler |
PCT/US2003/013157 WO2003102798A1 (en) | 2002-05-30 | 2003-04-28 | Intelligent client-side form filler |
US10/680,659 US20040068693A1 (en) | 2000-04-28 | 2003-10-06 | Client side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
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US09/561,449 US6981028B1 (en) | 2000-04-28 | 2000-04-28 | Method and system of implementing recorded data for automating internet interactions |
US10/160,671 US6662340B2 (en) | 2000-04-28 | 2002-05-30 | Client-side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form |
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US10/160,671 Expired - Lifetime US6662340B2 (en) | 2000-04-28 | 2002-05-30 | Client-side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form |
US10/680,659 Abandoned US20040068693A1 (en) | 2000-04-28 | 2003-10-06 | Client side form filler that populates form fields based on analyzing visible field labels and visible display format hints without previous examination or mapping of the form |
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US11/170,483 Abandoned US20050256841A1 (en) | 2000-04-28 | 2005-06-28 | Method and system of implementing recorded data for automating internet interactions |
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US20040068693A1 (en) | 2004-04-08 |
JP2004501426A (en) | 2004-01-15 |
WO2001084359A2 (en) | 2001-11-08 |
EP1279116A2 (en) | 2003-01-29 |
ATE363692T1 (en) | 2007-06-15 |
CN100435141C (en) | 2008-11-19 |
EP1852784A2 (en) | 2007-11-07 |
US6981028B1 (en) | 2005-12-27 |
WO2001084359A3 (en) | 2002-03-28 |
US20050256841A1 (en) | 2005-11-17 |
EP1279116B1 (en) | 2007-05-30 |
DE60128676T2 (en) | 2008-01-24 |
AU2001259162A1 (en) | 2001-11-12 |
CN1439133A (en) | 2003-08-27 |
DE60128676D1 (en) | 2007-07-12 |
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